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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$136.83M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$33.00M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Spire Wealth Management1,559$64K0.0%N/A0.013%
4/24/2024Midwest Heritage Bank FSB44,302$1.83M1.0%+29.2%0.357%
4/22/2024 Core Wealth Management Inc.174,366$7.19M3.1%+5.8%1.406%
4/22/2024 Drive Wealth Management LLC11,891$490K0.1%-16.1%0.096%
4/22/2024 Physician Wealth Solutions Inc.116,215$4.79M4.0%+40.6%0.937%
4/20/2024 BetterWealth LLC130,278$5.37M1.8%+4.2%1.051%
4/19/2024 Level Financial Advisors79,060$3.26M1.5%+130.2%0.638%
4/19/2024 Spinnaker Investment Group LLC54,162$2.23M0.6%+23.2%0.437%
4/19/2024 TCP Asset Management LLC22,545$930K0.2%+7.9%0.182%
4/19/2024 KFG Wealth Management LLC5,502$227K0.1%N/A0.044%
4/19/2024 AWM Capital LLC62,617$2.58M0.4%+12.2%0.505%
4/18/2024 Total Wealth Planning LLC26,914$1.11M0.2%-2.7%0.217%
4/17/2024 Annapolis Financial Services LLC11,468$473K0.2%-83.1%0.118%
4/17/2024 Private Ocean LLC851$35K0.0%N/A0.009%
4/16/2024 Firethorn Wealth Partners LLC17,991$742K0.4%-32.8%0.185%
4/16/2024 Bridge Advisory LLC6,229$257K0.1%-32.4%0.064%
4/16/2024 Onyx Financial Advisors LLC11,214$463K0.3%N/A0.116%
4/16/2024Wealth Enhancement Advisory Services LLC111,953$4.62M0.0%+23.3%1.154%
4/15/2024Visionary Horizons LLC9,140$373K0.3%+13.9%0.094%
4/15/2024Henrickson Nauta Wealth Advisors Inc.31,357$1.27M0.6%+13.3%0.323%
4/11/2024 Market Street Wealth Management Advisors LLC256,193$10.57M1.9%+0.8%2.641%
4/10/2024 Apella Capital LLC139,616$5.78M0.3%-10.7%1.439%
4/9/2024 Foster Group Inc.18,130$748K0.0%N/A0.187%
4/9/2024 Mather Group LLC.1,585$65K0.0%N/A0.016%
4/4/2024 Shearwater Capital LLC35,304$1.46M1.1%+7.6%0.364%
2/29/2024Tortoise Investment Management LLC5,515$228K0.0%-6.6%0.057%
2/28/2024EP Wealth Advisors LLC4,858$201K0.0%-6.0%0.050%
2/21/2024Austin Wealth Management LLC174,550$7.11M1.9%+9.3%1.799%
2/14/2024Northwest Wealth Management LLC33,686$1.39M0.4%-7.1%0.347%
2/14/2024Elevate Wealth Advisory Inc.4,928$203K0.2%N/A0.051%
2/14/2024CFS Investment Advisory Services LLC46,625$1.93M0.3%+4.5%0.481%
2/13/2024Exencial Wealth Advisors LLC25,532$1.05M0.0%+109.0%0.263%
2/9/2024BCU Wealth Advisors LLC31,457$1.30M1.4%N/A0.324%
2/9/2024 AWM Capital LLC55,806$2.30M0.4%+30.2%0.575%
2/8/2024Tortoise Investment Management LLC5,515$226K0.0%-6.6%0.057%
2/7/2024Forum Financial Management LP99,417$4.10M0.1%+23.7%1.025%
2/7/2024Principal Securities Inc.2,904$120K0.0%N/A0.030%
2/6/2024Axxcess Wealth Management LLC17,158$708K0.0%N/A0.177%
2/5/2024 Total Wealth Planning LLC27,657$1.14M0.2%-21.0%0.285%
2/2/2024 Core Wealth Management Inc.164,741$6.80M3.2%+1.4%1.698%
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2/2/2024Rather & Kittrell Inc.213,895$8.83M3.1%-54.3%2.205%
2/2/2024Sensible Financial Planning & Management LLC.132,568$5.47M1.3%+158.0%1.367%
2/1/2024Larson Financial Group LLC332,492$13.73M1.2%-9.7%3.428%
2/1/2024SC&H Financial Advisors Inc.8,834$365K0.1%-48.8%0.091%
2/1/2024 Annapolis Financial Services LLC67,968$2.81M0.7%+8.4%0.701%
1/31/2024Heirloom Wealth Management700,903$28.93M11.1%N/A7.226%
1/31/2024Sterling Financial Planning Inc.78,540$3.24M1.4%+45.4%0.810%
1/30/2024 Lam Group Inc.10,120$418K0.4%+423.0%0.104%
1/30/2024 Market Street Wealth Management Advisors LLC254,039$10.49M2.2%+26.8%2.619%
1/30/2024Root Financial Partners LLC144,584$5.97M2.2%+42.4%1.491%
1/29/2024Saxony Capital Management LLC50,596$2.09M2.8%N/A0.522%
1/29/2024Klingman & Associates LLC100,709$4.16M0.3%-39.7%1.038%
1/29/2024Plan Group Financial LLC91,114$3.76M3.3%-38.2%0.939%
1/26/2024Krilogy Financial LLC66,030$2.73M0.2%+11.4%0.681%
1/26/2024Hemington Wealth Management76,103$3.14M1.2%N/A0.785%
1/26/2024PBMares Wealth Management LLC34,398$1.42M0.4%-2.5%0.355%
1/25/2024 Meredith Wealth Planning5,493$227K0.1%N/A0.057%
1/25/2024 Phillips Financial Management LLC6,728$278K0.0%-13.6%0.069%
1/25/2024 Firethorn Wealth Partners LLC26,770$1.11M0.7%-18.5%0.276%
1/23/2024Visionary Horizons LLC8,025$331K0.3%N/A0.083%
1/23/2024Midwest Heritage Bank FSB34,294$1.42M1.0%-2.6%0.354%
1/23/2024 BetterWealth LLC125,067$5.16M1.8%+0.7%1.289%
1/23/2024 Applied Capital LLC14,793$611K0.3%-5.0%0.153%
1/23/2024 Level Financial Advisors Inc.34,350$1.42M0.7%+93.7%0.354%
1/22/2024 Drive Wealth Management LLC14,169$585K0.2%-19.9%0.146%
1/22/2024 Spinnaker Investment Group LLC43,951$1.81M0.6%+39.1%0.453%
1/22/2024 Five Oceans Advisors213,826$8.83M4.9%+1.3%2.204%
1/22/2024Glass Jacobson Investment Advisors llc9,413$389K0.2%+71.0%0.097%
1/19/2024Geometric Wealth Advisors135,133$5.58M1.5%N/A1.393%
1/18/2024Hill Investment Group Partners LLC824,987$34.06M5.0%+15.8%8.505%
1/18/2024CPA Asset Management LLC414,538$17.11M10.4%+1.3%4.274%
1/17/2024 Bridge Advisory LLC9,208$380K0.2%-73.1%0.095%
1/17/2024 Shearwater Capital LLC32,824$1.36M1.1%+26.3%0.338%
1/16/2024 Global Trust Asset Management LLC5,578$230K0.1%-39.1%0.058%
1/12/2024Henrickson Nauta Wealth Advisors Inc.27,684$1.14M0.6%+14.1%0.285%
1/11/2024 TCP Asset Management LLC20,903$863K0.3%+4.4%0.215%
1/9/2024IFP Advisors Inc96,681$3.99M0.2%+65.3%0.997%
1/9/2024 Physician Wealth Solutions Inc.82,679$3.41M3.4%N/A0.852%
1/5/2024 Apella Capital LLC156,373$6.43M0.4%+426.6%1.612%
12/5/2023Austin Wealth Management LLC159,635$6.37M2.0%N/A1.646%
11/30/2023Modera Wealth Management LLC15,821$639K0.0%N/A0.163%
11/24/2023EP Wealth Advisors LLC5,168$206K0.0%-71.9%0.053%
11/20/2023Willow Creek Wealth Management Inc.64,075$2.55M0.4%+79.9%0.661%
11/14/2023Samalin Investment Counsel LLC44,546$1.77M1.0%-18.2%0.459%
11/13/2023Plan Group Financial LLC147,550$5.87M4.2%+85.5%1.521%
11/13/2023Hill Investment Group Partners LLC712,366$28.33M4.7%+12.1%7.344%
11/9/2023 Phillips Financial Management LLC7,786$310K0.0%+74.6%0.080%
11/9/2023Rather & Kittrell Inc.467,563$18.60M7.5%+6.7%4.820%
11/8/2023Exencial Wealth Advisors LLC12,215$486K0.0%+104.9%0.126%
11/7/2023 AWM Capital LLC42,855$1.70M0.3%+29.1%0.442%
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11/6/2023Forum Financial Management LP80,340$3.20M0.1%-9.1%0.828%
11/6/2023Sterling Financial Planning Inc.54,001$2.15M1.1%+6.2%0.557%
11/3/2023Larson Financial Group LLC368,106$14.64M1.4%+9.8%3.795%
11/3/2023SageView Advisory Group LLC34,189$1.36M0.1%+2.4%0.352%
11/2/2023CPA Asset Management LLC409,061$16.27M11.4%+0.4%4.217%
11/1/2023Northwest Wealth Management LLC36,260$1.44M0.5%-10.4%0.374%
11/1/2023Krilogy Financial LLC59,252$2.36M0.2%+2.5%0.611%
11/1/2023Nwam LLC23,694$942K0.1%+27.0%0.244%
10/31/2023 Spinnaker Investment Group LLC31,605$1.26M0.4%+8.0%0.326%
10/30/2023 Annapolis Financial Services LLC62,707$2.49M0.7%+73.3%0.646%
(Data available from 1/1/2016 forward)

DFIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIP shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Hill Investment Group Partners LLC ($34.06M), Heirloom Wealth Management ($28.93M), CPA Asset Management LLC ($17.11M), Larson Financial Group LLC ($13.73M), Market Street Wealth Management Advisors LLC ($10.57M), Leading Edge Financial Planning LLC ($9.85M), and Rather & Kittrell Inc. ($8.83M).Learn more on DFIP's institutional investors.

Which institutional investors have been buying Dimensional Inflation-Protected Securities ETF stock?

Of the 89 institutional investors that purchased Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heirloom Wealth Management ($700.90K), Market Street Wealth Management Advisors LLC ($599.41K), Rather & Kittrell Inc. ($467.56K), CPA Asset Management LLC ($414.54K), Larson Financial Group LLC ($368.08K), Leading Edge Financial Planning LLC ($269.10K), and Hill Investment Group Partners LLC ($238.83K).

How much institutional buying is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have bought a total of 6,629,051 shares in the last 24 months. This purchase volume represents approximately $276.83M in transactions.

Which Dimensional Inflation-Protected Securities ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Market Street Wealth Management Advisors LLC ($343.22K), Rather & Kittrell Inc. ($253.67K), Five Oceans Advisors ($175.46K), CFS Investment Advisory Services LLC ($152.93K), Mattern Wealth Management LLC ($135.21K), Chico Wealth RIA ($131.96K), and Klingman & Associates LLC ($82.12K).

How much institutional selling is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have sold a total of 1,978,213 shares in the last 24 months. This volume of shares sold represents approximately $82.30M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 4/24/2024 by MarketBeat.com Staff

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